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Remove non-scheduling staff from calendar

We have staff members who only perform office tasks and will never have an appointment scheduled with them. Allow me to remove them from the Staff filter in the calendar so the filter is easier to use.
Guest over 5 years ago in Calendar & Scheduling 1 Future consideration

Update services from ERA adjustment

Pull the 'Client Amount Due' from the 'Invoice Adjustment' after an ERA has been processed so I don't have to copy and paste it.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Mark multiple ERAs as rejected/denied

When viewing the ERA Received tab, allow me to select multiple ERAs and mark them as rejected/denied.
Guest over 3 years ago in Billing & Payments 2 Future consideration

Access detailed managed billing invoices in TheraNest

Allow me to access detailed invoices in TheraNest for my managed billing services.
Guest over 3 years ago in Practice Management & Administration 0 Future consideration

Add fax number for primary care physician

When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.
Guest over 5 years ago in Clients & Groups 2 Future consideration

Remove organization name from dynamic forms

Allow me to remove my organization's name from dynamic forms so only the logo appears.
Guest almost 2 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

Change "write off" to another term

Change the term "write off" to "adjustment" or allow me to customize it to a different term when working in the client's ledger.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Show practice name in synced calendar appointments

When viewing my appointments in my synced calendar, have the practice name displayed because I work across multiple practices that use TheraNest.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Don't require a location when adding a client

When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Charge one co-pay per session per day

I was wondering if there's a way to set up a preference for the system to only charge 1 copay per day? When there are 2 sesions in 1 day, let's say a fam session and individual.
Guest almost 2 years ago in Billing & Payments 0 Future consideration